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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
1726
Pinion Investment Advisors
Kansas
$247K -$47.1K -285 -16%
BEI
1727
Benjamin Edwards Inc
Missouri
$247K -$45.9K -278 -16%
PAS
1728
Professional Advisory Services
Florida
$247K
WRM
1729
Weybosset Research & Management
Rhode Island
$247K
AWM
1730
Accurate Wealth Management
Florida
$246K +$106K +660 +76%
AWA
1731
Amplius Wealth Advisors
Pennsylvania
$245K +$5.77K +35 +2%
GDP
1732
Great Diamond Partners
Maine
$245K -$11.2K -68 -4%
DAM
1733
Delta Asset Management
Tennessee
$245K
PI
1734
PFG Investments
New York
$244K +$244K +1,478 New
MAG
1735
Mayfair Advisory Group
Alabama
$242K
CW
1736
CIC Wealth
Maryland
$242K -$7.59K -46 -3%
PWS
1737
Peterson Wealth Services
Utah
$242K +$330 +2 +0.1%
TNAM
1738
Terra Nova Asset Management
New York
$242K -$73.8K -447 -23%
JFA
1739
JNBA Financial Advisors
Minnesota
$242K -$28K -170 -10%
BG
1740
Bahl & Gaynor
Ohio
$242K -$5.28K -32 -2%
HFS
1741
Hantz Financial Services
Michigan
$241K
WCA
1742
Westover Capital Advisors
Delaware
$241K
DTC
1743
Davidson Trust Company
Washington
$240K
SAA
1744
Southeast Asset Advisors
Georgia
$240K +$240K +1,455 New
CAM
1745
Cozad Asset Management
Illinois
$239K
LJHT
1746
Laurie J. Hall Trustee
$239K
GAMC
1747
Garner Asset Management Corp
Texas
$239K +$3.3K +20 +1%
M
1748
MOTCO
Texas
$238K
ECAM
1749
East Coast Asset Management
Massachusetts
$238K
RCM
1750
Raleigh Capital Management
North Carolina
$237K +$33.2K +201 +16%